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CLBAX vs IVIPX
CLBAX vs IVIPX Comparison
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CLBAX vs IVIPX Comparison Chart in %
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CLBAX vs. IVIPX commentary
Jun 24, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLBAX is a Buy and IVIPX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 288B vs. IVIPX (465M). CLBAX pays higher dividends than IVIPX: CLBAX (1.78) vs IVIPX (1.16). CLBAX was incepted earlier than IVIPX: CLBAX (24 years) vs IVIPX (17 years). IVIPX (1.31) is less costly to investors than CLBAX (0.58). IVIPX is a more actively managed with annual turnover of: 126.00 vs. CLBAX (50.00). IVIPX has a lower initial minimum investment than CLBAX: IVIPX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 14.88 vs. IVIPX (-17.85). CLBAX return over 5 years is better than : 35.87 vs. IVIPX (-26.10).
| CLBAX | IVIPX | CLBAX / IVIPX | |
| Total Expense Ratio | 0.58 | 1.02 | 57% |
| Annual Report Gross Expense Ratio | 0.58 | 1.31 | 44% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 8.269 | 6.541 | 126% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 465M | 61,935% |
| Annual Yield % from dividends | 1.78 | 1.16 | 153% |
| Returns for 1 year | 14.88 | -17.85 | -83% |
| Returns for 3 years | 42.83 | -10.17 | -421% |
| Returns for 5 years | 35.87 | -26.10 | -137% |
| Returns for 10 years | 98.97 | -0.85 | -11,649% |
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